Looking to boost your portfolio in 2022? The Motley Fool’s top stockpicker Scott Phillips shares two stocks he would hold for the long term, and five to consider adding right now. In this entertaining conversation, Scott discusses: Why knowing the product doesn’t mean you know the stock His thoughts on Kogan, Adore Beauty and Treasury Wine Estates How Warren Buffett continues to deliver for shareholders, and His best tips to avoid disappointment in 2022. You can access this and previous episodes...
Jan 04, 2022•1 hr•Ep. 149
With the market tracking sideways for several months, investors are starting to bide their time, waiting for a sell off. In the meantime though, what do you want to hold? Tribeca Investment Partners' portfolio manager Jun Bei Liu has suggestions for a lacklustre market, including: The stock she’s dying to buy, if it falls 20% What she’s sold short, and now holds long Shares that just keep on delivering, and Signs to watch out for, if you’re thinking of selling. You can access this and previous e...
Dec 14, 2021•43 min•Ep. 148
Banks, healthcare and the big miners make up well over 50% of the average portfolio on nabtrade, but their fortunes have waxed and waned. So where are the winners, and what is best to avoid? Blackmore Capital Chief Investment Officer Marcus Bogdan shares his thoughts on: Which stocks are really defensive when airports and toll roads are vulnerable Why bank credit quality matters in a low rate environment Where we find ourselves in the earnings cycle, and The high yielding stocks worth another lo...
Nov 30, 2021•24 min•Ep. 147
Want to know which way markets are headed? Sometimes you’ve just got to pay attention to the right numbers. In this podcast, Hugh Selby-Smith of Talaria Capital shares 8 stats that he’s paying close attention to. With inflation rising and interest rates potentially heading the same way, Hugh discusses: Whether rising prices are really that big a deal Where to hide in an inflationary cycle The true opportunities outside big tech and the megacaps, and Why you can’t afford not to invest, even when ...
Nov 17, 2021•27 min•Ep. 146
The headlines about China’s economy are not encouraging right now. From the potential collapse of one of the world’s most indebted companies, ghost cities being demolished and a crackdown on tech, education and more, many investors are wondering whether it’s time to get out. Platinum Investment’s Julian McCormack joins the podcast to discuss: Whether Evergrande could prove China’s ‘Lehmann moment’ (ie crash the global economy) Why a tech crackdown was inevitable, and what it means for investors ...
Nov 03, 2021•34 min•Ep. 145
Roger Montgomery joined this podcast in January, and predicted a strong year for equities, which has proved prophetic. He doesn’t think the good times are over. In this podcast Roger explains why he thinks that fears of a significant downturn are overstated, and discusses: The macro trends underpinning market growth Why a correction could happen at any time, but won’t be cataclysmic How rising interest rates could affect share performance, and Why it pays to be optimistic. You can access this an...
Oct 20, 2021•39 min•Ep. 144
Market downturns are inevitable, and while ‘buying the dip’ is today’s maxim, it’s hard to hold your nerve when you’ve lost 30% or more of your capital. So what will you do when the market falls? The Motley Fool’s Scott Phillips joins Your Wealth to share his thoughts on: Where to keep your money when markets are risky How much cash you need to ensure you’re optimising your portfolio What sort of investments to hold when markets fall, and What to do if fear is keeping you up at night. You can ac...
Oct 06, 2021•51 min•Ep. 143
Perpetual Investments fund manager Vince Pezzullo commented ‘the easy money has been made’ in equities – back in February. With the ASX200 now considerably higher, how does an investor choose what to buy, and what to keep? As investors grapple with these questions, Vince shares his thoughts on: Sectors that offer relative value in the current environment How to look through the challenges of lockdowns and border closures to focus on business quality Where to find rich dividends, and What to avoi...
Sep 08, 2021•30 min•Ep. 141
With the market at record highs, Covid spreading and a damning report on global warming from the IPCC, it would be easy to think that all the market risks are to the downside. Yet ethical fund manager Nathan Bell believes there’s always somewhere you want to invest your money. Nathan Bell of InvestSmart joins Your Wealth to discuss: The biggest mistake he’s made in investing How ethical choices make investing easier – and more profitable Where he’s looking for opportunity and value in this marke...
Aug 11, 2021•36 min•Ep. 139
Despite the pandemic, the healthcare sector both domestically and internationally has actually underperformed many others, as non-Covid related treatments have been postponed or cancelled. So does the sector offer opportunities for the forward thinking, or will the changing nature of Covid keep undermining a ‘return to normal’? Dr Bianca Ogden has a PhD in virology and a bird’s eye view of emerging healthcare opportunities as the portfolio manager of Platinum’s Global Healthcare Fund. In this po...
Jul 28, 2021•33 min•Ep. 138
